Transfer claim to secondary 

Transferring to a secondary payer

When posting primary insurance payments in either the patient register, payer register, ERA screen, or from the payer ERA screen - you receive a prompt before automatically transferring the claim to secondary.  MDC will suggest when the claim should be moved to the secondary payer by counting the number payments/adjustments on each line item of the claim.  If at least one item on the claim has yet to receive a payment or adjustment then it will be suggested that the claim not yet be moved to the secondary payer.

In most circumstances you can just accept the defaults and click OK to this screen.

When you check the box ‘Place claim back into the print queue’, then this claim will be re-added to the print queue using the secondary payer.  This box will be automatically checked if you are transferring the claim to the secondary unless your clearinghouse or payer is automatically handling secondary claims.  See the section on clearinghouse setup to configure your clearinghouse for this option.

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